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GrokBot pro tips: 12 ways to get more out of your bots

Adam Southey
Automation consultant
7 min read

GrokBot is one of those tools where you can have a bot running in an hour and still be using it wrong a month later. The difference between a demo and a system is usually a handful of small habits: how you organise your sidebar, which accounts you connect, and whether your bots can teach themselves your workflows.

The @bot team shares pro tips in their docs and community that are easy to miss, so I collected the best of them here. Twelve habits, each one small, each one worth doing. None of them require technical skills, and most take under a minute to apply.

If you only change one thing, change the structure: one Chief of Staff plus a few specialists beats one mega-chat every time.

Why does one Chief of Staff plus specialists beat a mega-chat?

A Chief of Staff plus a few specialists beats a mega-chat because each bot gets one job and the exact tools for it, so nothing gets mixed together.

One giant chat works until it doesn't. Booking, support, and content pile into the same thread, and every bot ends up answering everything, badly.

Run it like a team instead. The Chief of Staff holds the overview, coordinates the specialists, and reports back to you. That's the same reason you don't hire one person to run marketing, sales, and support: a generalist does all of it badly.

Treat each bot as a job, not a whole project. Give it a name, a job title, and the tools for that one role, and it behaves like a focused employee instead of a confused folder.

Keep the sidebar under control with three habits: sections, pinned agents, and resizing. Do them once and you stop hunting for the right bot.

Here are the three habits, in order of impact:

  • Create sections in your sidebar to organise your bots the way you'd group staff: Operations, Marketing, Support. Collapse the sections you're not using so the list stays short.
  • Pin your top 1–2 agents for quick access. The bots you message every day sit at the top, one click away; the rest stay in their sections.
  • Resize the sidebar when you need additional space. Drag it wider when you're juggling several bots at once, and narrower when you want the chat to breathe. That one's free.

Can I connect multiple accounts to the same plugin?

Yes. Plugins accept multiple accounts, so you can give different bots different identities. The classic example is Gmail: connect your personal and work accounts, then give your admin bot the work account and your personal assistant bot the personal one.

Separate accounts keep each bot's world tidy and its permissions honest. A content bot doesn't need your personal inbox, and a support bot shouldn't send from your personal address. Connect the accounts each bot actually needs, no more.

Which team skills and plugins should a bot have?

Ask the bot. It knows the tools its job needs better than you do on day one.

If you're unsure what a bot needs, ask it which team skills and plugins to turn on for its role, and it will tell you. The booking bot wants the calendar and SMS plugins; the content bot wants the docs and social ones.

It's a two-second question that saves you guessing, and it stops you under-tooling your bots.

How do I stop babysitting my bots?

Two habits kill the babysitting: a Notion page of outstanding work, and teach a task for workflows that are hard to describe.

Have a bot keep a Notion page of outstanding work. It updates the page as it goes, so you can ask 'what's left?' any time and get a straight answer instead of reconstructing the state from chat history. You stop babysitting and start managing.

For difficult tasks, use teach a task in the browser. Record yourself doing the task once, and the bot repeats it exactly, your way, every time. If a workflow is fiddly to describe in words, don't describe it: show it.

“For difficult tasks, hit 'teach a task' in the browser, record yourself doing it once, and the bot can repeat it.”

— @bot team pro tip

How do I make my bots feel like a real team?

Avatars and self-evaluation sound cosmetic, and both change how the team runs.

Tell each bot to generate an avatar for itself. When every bot has a face, they stop feeling like tabs and start feeling like colleagues, and you treat them differently. You notice when one is missing from the sidebar.

Then ask your bots to evaluate themselves. Each one reviews its own performance and suggests improvements to its workflows. They'll surface gaps you'd never spot: a step that keeps tripping it up, a plugin it needs, a prompt it wants rewritten. Implement the good ideas, and the team gets better every week instead of staying exactly where you left it.

When should I turn on Always Allow and Auto Review?

Turn them on only after the workflow is tested end to end. Always Allow stops a bot pausing to ask permission before it acts; Auto Review off stops it waiting for your sign-off after. Together they make the bot fully autonomous.

The @bot team's rule is test first, then switch, and be careful. Run the workflow in review mode a few times, watch it succeed, then relax the controls.

Keep irreversible actions human-approved. Refunds, cancellations, and deletions stay behind a permission no matter how good the bot gets.

The careful part

Always Allow plus Auto Review off means the bot acts on its own. Test every workflow in review mode first, and keep irreversible powers like refunds, cancellations, and deletions behind a human check.

What questions do people ask about this setup?

The questions people ask most after reading this setup.

What does 'teach a task' do in GrokBot?

Teach a task lets you record yourself doing a task in the browser once, and the bot can then repeat it on its own. It's for workflows that are easier to show than to describe, and it means the bot does it exactly your way every time.

What are Always Allow and Auto Review?

Always Allow stops the bot from pausing to ask permission before acting, and Auto Review off stops it from waiting for your sign-off after acting. Together they make a bot fully autonomous. Only switch them on after the workflow is tested, and keep irreversible actions human-approved.

Can I use the same plugin with multiple accounts?

Yes. Plugins let you connect multiple accounts, like personal and work Gmail, and you assign each bot the account it needs. That keeps permissions honest: a content bot gets the work account, your personal assistant gets the personal one.

How do I create sections in my GrokBot sidebar?

Create sections in the sidebar and group your bots the way you'd group staff: Operations, Marketing, Support. Sections can be collapsed and expanded, and you can pin your top 1–2 agents above them for one-click access. The sidebar itself is resizable too.

Is it safe to let my bots evaluate themselves?

Yes. Ask a bot to review its own performance and suggest workflow improvements. It only makes suggestions, so you stay in control, and it finds gaps you'd never spot yourself.

What this looks like for your business

None of these twelve is complicated, and that's deliberate. The gap between a demo and a working team is habits, not features: one Chief of Staff and focused specialists, a sidebar that stays short, the right account per bot, and workflows the bots learned by watching you once.

Start with structure. Split your mega-chat into one Chief of Staff and a few specialists, and put each bot in its own sidebar section. Every other tip gets easier once the team has a shape.

Then let the team run itself. Ask a bot what's left, teach it a task when words fail, and hand out autonomy only to the bots that have earned it.

Your next step

Apply the structure tip first: split your busiest chat into one Chief of Staff bot and a few specialists, then put each bot in its own sidebar section. That single change makes every other tip easier.

Written by
Adam SoutheyAutomation consultant

Adam is a software engineer who has worked at BAE Systems, Sainsbury's, Nationwide, and H&B, and now builds practical automations for owner-led businesses.

Read the next practical guide or see how a similar business problem was handled in a real workflow.

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